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PITAX: INFLATION PROTECTION FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/2005 |
Last Dividend Date: | 12/29/2020 |
12-Mo. Yield | 0.76% |
Expenses | 0.90% |
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Performance Analytics (As of 02/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/02/2005 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 5.9 | 5.2 | 3.6 | 2.7 | 1.7 | 1.6 | -1.4 | 10.0 | 7.5 | -2.1 | 2.4 | 3.4 | -2.5 | 2.6 | -8.9 | 6.7 | 11.8 | 6.4 | 6.3 | -18.5 | 5.7 | -0.5 | -1.6 |
Sharpe Ratio | NA | 0.81 | 0.83 | 0.61 | 0.47 | NA | 0.11 | -3.15 | 1.35 | 1.61 | -1.08 | 0.54 | 0.72 | -0.46 | 0.64 | -1.55 | 1.49 | 1.82 | 1.12 | 0.68 | -1.69 | 0.4 | -0.84 | -1.11 |
Draw Down(%) | NA | 9.9 | 9.9 | 9.9 | 10.9 | NA | 26.1 | 1.7 | 9.9 | 2.2 | 3.4 | 1.9 | 4.7 | 6.0 | 3.7 | 10.4 | 2.2 | 3.0 | 5.1 | 8.2 | 26.0 | 5.2 | 4.0 | 3.8 |
Standard Deviation(%) | NA | 7.2 | 5.1 | 4.6 | 4.9 | NA | 6.1 | 3.0 | 7.2 | 3.8 | 3.2 | 3.4 | 4.4 | 5.5 | 4.0 | 5.7 | 4.5 | 6.5 | 5.7 | 9.2 | 11.4 | 6.7 | 4.5 | 5.1 |
Treynor Ratio | NA | 0.06 | 0.05 | 0.03 | 0.03 | NA | 0.01 | -0.11 | 0.11 | 0.07 | -0.04 | 0.02 | 0.04 | -0.03 | 0.03 | -0.1 | 0.07 | 0.14 | 0.07 | 0.06 | -0.2 | 0.03 | -0.04 | -0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.07 | -0.02 | 0.0 | -0.01 |
Beta | NA | 0.93 | 0.91 | 0.89 | 0.89 | NA | 0.95 | 0.88 | 0.93 | 0.86 | 0.91 | 0.81 | 0.88 | 0.91 | 0.82 | 0.91 | 0.92 | 0.86 | 0.93 | 1.08 | 0.98 | 1.06 | 0.97 | 0.96 |
RSquared | NA | 0.82 | 0.81 | 0.8 | 0.82 | NA | 0.81 | 0.82 | 0.82 | 0.78 | 0.76 | 0.75 | 0.8 | 0.85 | 0.81 | 0.87 | 0.85 | 0.82 | 0.9 | 0.83 | 0.78 | 0.79 | 0.94 | 0.84 |
Yield(%) | N/A | 0.8 | 1.7 | 1.5 | 1.5 | 1.9 | N/A | 0.0 | 0.8 | 1.5 | 2.7 | 1.9 | 0.7 | 0.7 | 1.3 | 1.7 | 0.2 | 2.6 | 1.4 | 0.6 | 5.7 | 7.0 | 2.8 | 1.3 |
Dividend Growth(%) | N/A | -41.7 | 50.0 | 14.3 | N/A | N/A | N/A | -100.0 | -41.7 | -47.8 | 43.8 | 166.7 | 0.0 | -45.5 | -31.2 | 700.0 | -90.5 | 90.9 | 175.0 | -92.6 | -19.4 | 139.3 | 115.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2005
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